On a scale of One to Ten

Hi gmcnatt-

I might be missing the analogy,…

Yes, my point was simply that what is context for one company is core for another.

So if one is investing in a janitorial company, one would naturally look for the one with the best in class service, best contracts, etc. That might lead one to buy shares WM, for example (yes, I know they don’t clean bathrooms, but imagine they did that in addition to garbage).

If one is investing in fast food restaurants, one would instead look at best in class operators in that space, perhaps MCD.

How does this relate to OKTA? Identity management is their core business. It’s not context from their point of view, or their shareholders. If you are interested in investing in a company that specializes in IM, OKTA would be interesting to you. OTOH, if you prefer to instead invest in the type of enterprise companies that OKTA services, you would look at them instead.

Rob